DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• R••••• H••••••

C••• L••BD affiliatedOmaha, Ne IA-onlyIAPD 6335271

Certified Financial Planner

Feed of 09/15/2026

At current firm

7 y

since Feb 19, 2019

In the industry

18 y

since Jan 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••• L•• BD affiliated current
since Feb 19, 2019 · Granbury, Tx
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Oct 27, 2025 · Granbury, Tx
C••••• A•••••• N••••••• L•• former
Feb 19, 2019 to Jun 29, 2023 · Stephenville, Tx
L•• F•••••••• L•• BD affiliated
Oct 8, 2014 to Mar 7, 2019 · Stephenville, Tx

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to no registered destination
left Oct 27, 2025 · Departure, no registered destination
C••••• A•••••• N••••••• L•• to C••• L••
left Jun 29, 2023, registered Feb 19, 2019 (-1591 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
L•• F•••••••• L•• to C••••• A•••••• N••••••• L••
left Mar 7, 2019, registered Feb 19, 2019 (-16 days) · RIA to affiliated broker-dealer or bank

Signals

Justin Robert Haschke no longer registered at Cetera Investment Advisers Llc; no later IA registration on IAPD
Oct 27, 2025 · Advisor departure · fact
Justin Robert Haschke left Cetera Advisor Networks Llc for Cwm, Llc (registered 2019-02-19)
Jun 29, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address